Bigin by Zoho Markate

Bigin by Zoho + Markate Integrations

Put Bigin by Zoho + Markate to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Bigin by Zoho and Markate below — describe the exact one you want above and the Agent builds it on demand.

Bigin by Zoho + Markate When a new customer is created in Markate, sync the customer details to Bigin by Zoho CRM.
Sync newly created leads across CRM platforms When a new lead is captured in Bigin by Zoho, automatically create or update the matching contact in Markate to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Markate, update the corresponding opportunity stage in Bigin by Zoho for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Bigin by Zoho, log a status update activity on the corresponding account record in Markate. See details

Browse the full workflow library →

Looking to achieve something else with Bigin by Zoho and Markate?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Bigin by Zoho and Markate

Everything Bigin by Zoho and Markate can do inside a workflow — the triggers that start one and the actions that run when it fires.

Bigin by Zoho Explore Bigin by Zoho →

Bigin by Zoho CRM is a pipeline-centric CRM software built specifically for small businesses to track sales deals and customer interactions.

Knit's Integrations Agent builds Bigin by Zoho's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Bigin by Zoho's API.

Markate Explore Markate →

Markate is a field service CRM and business management software created for contractors to manage scheduling, estimates, invoicing, and customer records.

Triggers
New Call From Kate-Ai Receptionist

Triggers when a new call is added by Kate-AI Receptionist.

New Customer

Triggers when a new customer is added.

New Customer Group

Triggers when a new customer group is created.

New Customer Source

Triggers when a new customer source is created.

New Estimate

Triggers when an estimate is added, also filter estimates by status and customer.

New Invoice

Triggers when an invoice is added, also filter by status and customer.

Actions
Create Customer

Create a new customer on Markate

Create Customer Source

Add a new customer source on Markate

Create Lead

Create a new lead on Markate

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Bigin by Zoho + Markate

Is there a pre-built Bigin by Zoho + Markate automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Bigin by Zoho and Markate's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Bigin by Zoho or Markate connector?

No. The Agent works whether or not Bigin by Zoho or Markate already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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